401(k) · DOL Form 5500 · 2023

Teamsters Local Union 299 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
424
Participants Below avg headcount
52nd
Percentile by assets National rank
$17,491
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Teamsters Local Union 299 Multi Employer 401(k) Plan · Sponsored by Teamsters Local Union 299 · Michigan · Transportation & Warehousing

$7M in assets, 424 participants

Teamsters Local Union 299's Teamsters Local Union 299 Multi Employer 401(k) Plan reported $7M in total assets and 424 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,776 in Transportation & Warehousing (3,362 peers)

Teamsters Local Union 299 multi-year trail

Teamsters Local Union 299's plans moved +19.9% in assets from 2022 to 2024; this filing shows Teamsters Local Union 299 Multi Employer 401(k) Plan at $7M / 424 participants.

#1,776
in Transportation & Warehousing (3,362 peers)
+13.2%
assets growth YoY

Teamsters Local Union 299 Multi Employer 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Teamsters Local Union 299 Multi Employer 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,416,362 Top 48% higher than 52% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Teamsters Local Union 299 Multi Employer 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local Union 299 Multi Employer 401(k) Plan sits mid-pack in the medium band (424 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teamsters Local Union 299 Multi Employer 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $864K in the plan year 2023 filing.
  • Teamsters Local Union 299 Multi Employer 401(k) Plan reported participants rose from 367 in the plan year 2022 filing to 424 in the plan year 2023 filing.
  • Teamsters Local Union 299 Multi Employer 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 380679250 · Teamsters Local Union 299 PY 2023 · 401(k)

Teamsters Local Union 299 Multi Employer 401(k) Plan · $7M · 424 · 52nd

  • EOY $7M
  • EOY 424
  • EOY 52nd
  • EOY 401(k)
  • EOY near Ripken Baseball, Inc. 401(k) Profit Sharing Plan
  • EOY ind #1776

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Michigan →

Teamsters Local Union 299 Multi Employer 401(k) Plan in the asset neighbourhood

Teamsters Local Union 299 Multi Employer 401(k) PlanTeamsters Local Union 299 Mu…$7MRipken Baseball, Inc. 401(k) Profit Sharing PlanRipken Baseball, Inc. 401(k)…$7MDowntown Business Improvement District 401(k) PlanDowntown Business Improvemen…$7MBen Tire Distributors, Ltd. 401(k) PlanBen Tire Distributors, Ltd. …$7MAb - Sw 401(k) Plan$7M
End-of-year total assets ($M) among Teamsters Local Union 299 Multi Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Teamsters Local Union 299 multi-year asset trail

Sponsor-wide plan assets over time

All Teamsters Local Union 299 plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.94576127725276% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.55M $7.86M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 367 $7M
2023 1 424 $7M
2024 1 367 $8M

Teamsters Local Union 299 filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$864K
Employer EIN380679250
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Teamsters Local Union 299 Multi Employer 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Teamsters Local Union 299 Multi Employer 401(k) Plan, Total assets ($B): 0.007416362 · Participants: 424Teamsters Local Union 299 Multi Employer 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Teamsters Local Union 299 Multi Employer 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Teamsters Local Union 299 Multi Employer 401(k) Plan side-by-side with 3 peers →

Teamsters Local Union 299 Multi Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Ripken Baseball, Inc. 401(k) Profit Sharing Plan in MD ($7M); by covered participants it is American Medical Technology 401(k) Profit Sharing Plan in OH (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (424 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Teamsters Local Union 299 Multi Employer 401(k) Plan assets move in 2023? ▼
Teamsters Local Union 299 Multi Employer 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $7M to $7M. Reported net income was $864K.
How have Teamsters Local Union 299 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teamsters Local Union 299's sponsor-wide assets grew 19.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Teamsters Local Union 299 Multi Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ripken Baseball, Inc. 401(k) Profit Sharing Plan in MD ($7M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Teamsters Local Union 299 Multi Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Medical Technology 401(k) Profit Sharing Plan in OH (424 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 380679250.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.